I am 65 with about $1M. My financial planner recommends a custom 60/40 portfolio and will meet with me 3x per year. But here’s what he wants to get paid for that
I am about to sign some documents with a financial planning firm and they want to charge me 1.12% in fees for their services. My portfolio is approximately $1 million and they are offering a custom ...
Here's What Gen X Should Know About Retirement
In addition to reconsidering their investments as they enter retirement, Gen X should be aware of the fees they pay. One ...